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Scheduling project tasks as an event

How to create an event with one or more project tasks, assign resources, and schedule the event from within the project

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Written by Ashok P

Tasks only have an expected end date; they do not have a schedule for completing them. To schedule and make tasks available to users, you must combine one or more tasks and create an "Event." Events are compiled and displayed on a calendar for the assigned Office and Field users.

The events you schedule for a project are also seen on the Global Calendar.

Check out this article for more details.

Scheduling events with care ensures minimal or no delays in executing projects and finishing labor within the quoted labor hours. When scheduling, care about the travel time for the resources and the customer's availability at the site.

To add an event:

1/ Go to the "Plan > Scheduling" in the Project Details view.

By default, the Scheduling view shows the current month. You can:

  • Switch the Scheduling view to the current day or current week

  • In the Week or Day view, view the schedule by the hour or the resource

  • Filter the schedule by specific users.

  • See service events, days without any events, and events scheduled on non-working days.

2/ Click on the day on which you want to schedule the event.

3/ Set the time window and select the type for the event.

4/ Select a color for the event.

The event will be displayed in this color on the calendar.

5/ Add the tasks that must be completed during the event.

All resources assigned to the tasks are automatically added to the event.

6/ Add more resources or remove resources.

7/ Select the type of event.

6/ Add more resources if needed.

7/ Click “Create” to add and schedule the event.

Once you schedule an event, an email is sent to all resources included in the event. Resources can click the schedule link in the email to view the event details.

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